Curated Wealth Partners
Jack Sullivan's work experience includes the following roles:
1. Vice President - Investments at Curated Wealth Partners since January 2023 (ongoing position).
2. Senior Associate - Asset Management at Asana Partners from March 2022 to December 2022.
3. Associate - Asset Management at Asana Partners from May 2018 to March 2022.
4. Equity Research Analyst at Thompson Research Group, LLC in 2018.
5. Investment Analyst at Merrill Lynch from 2014 to 2017.
6. Intern at Merrill Lynch in 2013.
Jack Sullivan earned a Master of Business Administration with a focus in Finance, Investments, Real Estate, and International Studies from Vanderbilt University - Owen Graduate School of Management between 2017 and 2019. Prior to that, they obtained a Bachelor of Science in Business Administration with a concentration in Finance and Economics from the Darla Moore School of Business from 2010 to 2014.
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Curated Wealth Partners
Curated Wealth Partners is a multi-family office delivering financial advice and well-being to a select group of families. With the backing of some of the most sophisticated financial professionals in the industry, they launched Curated Wealth because their clients deserve a better, more integrated experience.It was founded in 2018 and is basedin El Segundo, California.